Reference Guides

10. How to search within a case
When documents are uploaded into CaseLines, all text within the documents is digitally scanned therefore allowing you to search, as the system uses Optical ...
Sun, 6 Jun, 2021 at 4:27 PM
11. How to navigate around the bundle
The review workspace is the main area in the system that you will use to navigate around the evidence/ Comment naviguer dans un lot CaseLines. To view th...
Sun, 6 Jun, 2021 at 4:27 PM
12. How to view documents
When reviewing any documents from your cases in CaseLines, there are several different options available. These options can be found under the View tab in t...
Sun, 6 Jun, 2021 at 4:28 PM
13. How to issue a page direction
You can seamlessly direct others to a specific page, making it easier for all parties to view the document being referenced. This feature works in real-time...
Sun, 6 Jun, 2021 at 4:29 PM
14. How to download documents from review
The review workspace in CaseLines is used to review evidence, but you can download documents directly from this area too. To view the guide for this topi...
Sun, 6 Jun, 2021 at 4:29 PM
15. How to add notes to a document
CaseLines allows you to edit, annotate documents, and filter and organize your notes so that they make the most sense to you. To view the guide for this ...
Sun, 6 Jun, 2021 at 4:30 PM
16. How to edit and filter notes
CaseLines allows you to edit, annotate documents, and filter and organize your notes so that they make the most sense to you. This guide will cover how you ...
Fri, 11 Jun, 2021 at 6:40 PM
17. How to review the case activity
The Audit tab shows a snapshot of the log information for user and document related activity within a case. The Audit is split into two sections: the Record...
Sun, 6 Jun, 2021 at 4:33 PM
19. How to manage document notifications
Within the notifications area, you can see any changes related to cases that you have access to.  To view the guide for this topic, please click the l...
Sun, 6 Jun, 2021 at 4:34 PM
20. How to use configurable settings
Each organization that uses the system has the option to designate certain users as Organization Admins. This guide will cover how to use the Configur...
Thu, 10 Jun, 2021 at 8:46 PM